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Denver Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Denver Wealth Management’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$835K Sell
14,098
-1,147
-8% -$69.8K 0.29% 45
2025
Q4 		$883K Sell
15,245
-166
-1% -$9.54K 0.31% 38
2025
Q3 		$881K Buy
15,411
+50
+0.3% +$2.82K 0.32% 35
2025
Q2 		$835K Sell
15,361
-93
-0.6% -$4.79K 0.35% 35
2025
Q1 		$791K Sell
15,454
-34
-0.2% -$1.85K 0.36% 35
2024
Q4 		$847K Buy
15,488
+43
+0.3% +$2.42K 0.38% 35
2024
Q3 		$845K Sell
15,445
-961
-6% -$50.8K 0.39% 37
2024
Q2 		$842K Sell
16,406
-128
-0.8% -$6.6K 0.42% 37
2024
Q1 		$882K Buy
16,534
+692
+4% +$34.4K 0.45% 34
2023
Q4 		$772K Buy
15,842
+7,254
+84% +$323K 0.44% 34
2023
Q3 		$376K Buy
+8,588
New +$395K 0.24% 50
2022
Q4 		– Sell
-5,286
Closed -$204K – 72
2022
Q3 		$204K Buy
5,286
+49
+0.9% +$2.08K 0.19% 50
2022
Q2 		$208K Buy
+5,237
New +$227K 0.22% 48
2021
Q4 		$434K Buy
+8,728
New +$426K 0.42% 25
2021
Q1 		$381K Buy
+8,072
New +$354K 0.4% 33

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Denver Wealth Management's SPMD Position: Q1 2026 in Review

Denver Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 7.5% in Q1 2026, selling an estimated $69.8K and leaving 14,098 shares worth $835K. The position accounts for 0.29% of the portfolio, ranked #45.

Denver Wealth Management first reported a position in SPMD in Q1 2021 and has held it in 15 quarters since. The position peaked at $883K in Q4 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Denver Wealth Management held 14,098 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $835K as of Q1 2026.
  • Denver Wealth Management sold 1,147 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $69.8K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.29% of Denver Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Denver Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and has held it in 15 quarters since.
  • Denver Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $883K in Q4 2025.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Denver Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.